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Capital Allocators

From Large Money Manager CEO to Social Impact Entrepreneur

With: Shundrawn Thomas,

Private Equity

Impact

Manager

Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm.

Another Winter and Another Rebirth

With: Anthony Scaramucci,

Crypto

Hedge Fund

Allocator

FOF

Anthony Scaramucci is the Founder and Managing Partner of Skybridge Capital and the SALT conference.

The Evolution of MSD

With: Gregg Lemkau,

Multi-Asset

Allocator

MFO

SFO

Gregg Lemkau is the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office.

The Art of Storytelling

With: Neal Foard,

Self Growth

Leadership

Marketing

Thought Leader

Neal Foard is a twenty-five-year advertising and marketing executive who specializes in the art of storytelling.

Year in Review 2022

With: Year in Review 2022,
It's that time of year when I share my annual letter and a rundown of the top episodes of 2022.

Scaled Growth Equity at agilon health

With: Clayton Dubilier & Rice,

Private Equity

Manager

Ravi Sachdev is a Partner and Ron Williams is an Operating Advisor at Clayton Dubilier & Rice, a global private equity firm.

Preparing for the New Environment at Hewlett

With: Ana Marshall,

Multi-Asset

Allocator

E&F

Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital.

Creating Long-Term Value for (almost) 100 Years at MFS

With: Carol Geremia,

Multi-Asset

Marketing

Manager

Carol Geremia is the President and Head of Global Distribution at MFS.

Figuring Out Investing and Vanguard

With: Charley Ellis,

Public Equity

Decision Making

Thought Leader

Charley Ellis is an investment luminary, founder of Greenwich Associates, author of seventeen investment books.

A Beautiful Carveout at Orveon

With: Advent International,

Private Equity

Manager

Tricia Glynn is a Managing Director at Advent International, the global private equity firm that oversees nearly $100 billion
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